[thiago_fm]

They believe they can take market share from Google, which currently has a mkt. cap of over $2T, so with that amount of money in line, they don't care if they will hammer down the internet or the amount of hate & lawsuits they will get.

The issue is that they don't understand that the search business took decades to develop and be what it currently is. And is only so profitable to Google because they hold a monopoly because the US is an oligarchy.

The stuff OpenAI is building has been proven to be easy (and expensive) to replicate, with many competitors having posting similar results, even while starting later.

Whatever new iteration of the search business they will develop will likely mean profits will be smaller, but nobody cares as long as there are billions being invested in this space.

Not to mention their AGI goals. When you can't reliably trust their software to answer basic questions.

So, currently we are at the internet of trash age. We now have trash content being generated, trash bots hammering your tiny website and trash ambitions.

I doubt this CAPEX will go on for more than 2 years, once the bubble burst companies will start reviewing what they built and they will fix the Crawler bug you've just mentioned.